WEALTHY INTENTIONS

WEALTHY INTENTIONS is an SEC-registered investment adviser (CRD 310994). Regulatory assets under management: $1.8M.

Registration

• CRD: 310994
• Type: Registered investment adviser
• Phone: 248-773-3300
• Latest filing: 2026-02-21
• Regulatory AUM: $1.8M
• Discretionary AUM: $1.8M
• Clients: 2
• Accounts: 31

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310994 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search